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powerbi_tidbit_fix_syntax
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edenz93 committed Apr 22, 2024
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<br>
Publish your report to the Power BI service, where the RLS and/or OLS
For more information, see the [official
For more information, see the [official
543 changes: 0 additions & 543 deletions content/2024-04-22_powerbi_restricting_access.html

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548 changes: 548 additions & 0 deletions content/powerbi_restricting_access.html

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Expand Up @@ -30,15 +30,15 @@ You can download the [desktop application](https://powerbi.microsoft.com/en-us/d

The interface:

![GUI for desktop app]{attach}(images/pbi/ez_1a.png)
![GUI for desktop app]({attach}images/pbi/ez_1a.png)

There are 3 main tabs on the LHS (from top to bottom):

1. **Report:** You create reports and visuals, where most of your creation time is spent.
2. **Data:** You see the tables, measures, and other data used in the data model associated with your report and transform the data fro best use in the report's model.
3. **Model:** You see and manage the relationships among tables in your data model.

![LHS menu]{attach}(images/pbi/ez_1b.png)
![LHS menu]({attach}images/pbi/ez_1b.png)

<br>

Expand All @@ -52,42 +52,44 @@ Security in Power BI is crucial for safeguarding sensitive data and ensuring aut

Together, these features provide powerful security controls to ensure that users only see the data they are authorized to access and interact with. However, there is no "page-level" security, you can limit what viewers see in the sense that there will be no visible drop-down menu link but they can still access the content if provided with the link, which they can copy and paste into a browser.

For example:

![Example use case]({attach}images/pbi/ez_1c.png)

#### Assigning roles for RLS

RLS allows you to restrict access to rows of data based on the characteristics of the user viewing the data. For example, you might want to ensure that sales representatives can only see data for the customers they are responsible for.

1. **Define Roles**: In Power BI Desktop, create roles and define RLS rules using the GUI or DAX expressions in the "Manage Roles" section.

![Manage access toolbar]{attach}(images/pbi/ez_1d.png)
![Rules using filter]{attach}(images/pbi/ez_1e.png)
![Rules using DAX]{attach}(images/pbi/ez_1f.png)
[Manage access toolbar]{attach}(images/pbi/ez_1d.png) [Rules using filter]{attach}(images/pbi/ez_1e.png) [Rules using DAX]{attach}(images/pbi/ez_1f.png)

2. **Assign Users or Groups**: In the Power BI service, add users or groups to each role in the dataset settings.

![Adding members]{attach}(images/pbi/ez_1g.png)
[Adding members]{attach}(images/pbi/ez_1g.png)

3. **Test and Validate**: Thoroughly test each role to ensure users only access authorized data.

![View as roles]{attach}(images/pbi/ez_1h.png)
![View as roles]({attach}images/pbi/ez_1h.png)

#### Define permissions for OLS

OLS in Power BI is about controlling who can see and interact with specific parts of your reports and dashboards.

For example:

![OLS example]{attach}(images/pbi/ez_1i.png)
![OLS example]({attach}images/pbi/ez_1i.png)

1. **Identify Objects**: Determine which objects in your Power BI content need restricted access.

2. **Define Access Permissions**: Decide who should view, edit, or interact with each object using roles.

![Tabular editor]{attach}(images/pbi/ez_1j.png)
![Using roles to define permissions]{attach}(images/pbi/ez_1k.png)
![Tabular editor]({attach}images/pbi/ez_1j.png)
![Using pre-established roles to define permissions]({attach}images/pbi/ez_1k.png)

3. **Access Settings to Manage Permissions**: Navigate to workspace or report settings in Power BI. Set permissions for each object, specifying users or groups and their access level.

![Table permissions]{attach}(images/pbi/ez_1m.png)
![Table permissions]({attach}images/pbi/ez_1m.png)

4. **Test**: Ensure permissions work as intended by testing thoroughly.

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